Where to Find the Transaction Settings

Written by Yujia Zheng
October 8, 2024

The Transaction Settings in ARTERNAL allow you to manage important details such as tax rates, payment instructions, additional information, and legal document templates.

Steps to Access Transaction Settings:

1. Navigate to the Transactions Tab:
   Go to the Transactions tab in ARTERNAL.

2. Select the Settings Tab:
   Once in the Transactions tab, click on the Settings tab to access your transaction-related settings.

What You Can Do in the Transaction Settings:

• Add Tax Rates: Define and apply tax rates for your transactions.

• Manage Payment Instructions: Set up or modify payment instructions for invoices or sales.

• Add Additional Information: Include any extra information that needs to be part of your transaction process.

• Create Legal Document Templates: Upload or manage templates for legal documents to streamline your processes.

Frequently Asked Questions (FAQ):

Q: Can I edit existing tax rates in the Transaction Settings?
A: Yes, you can add new tax rates and edit existing ones directly from the Transaction Settings page.

Q: Where can I upload legal document templates?
A: You can upload or edit legal document templates under the Settings tab in the Transactions section.

Q: Is there a limit to how many templates or tax rates I can add?
A: There is no limit, allowing you to fully customize the settings to meet your business needs.